Tax Operations Business Analyst

Responsibilities

Analyze complex data sets to identify patterns and deliver actionable reporting while designing automation solutions to streamline workflows. Coordinate with cross-functional teams to align goals and support the execution of strategic initiatives.

Requirements

Requires at least 3 years of experience in data analysis, automation implementation, and cross-functional collaboration. Candidates must demonstrate strong skills in risk assessment, stakeholder management, and the software delivery lifecycle.

Skills

• Data analysis
• Automation
• Process improvement
• Business analysis
• Risk assessment
• Stakeholder management
• Reporting
• Workflow design
• Software delivery lifecycle
• Coaching
• Mentoring
• Communication
• Conflict management
• Artificial intelligence
• Release management

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Discretionary incentive compensation

About this role

Help shape smarter, faster operations through data and automation. In this role,
you will turn complex information into clear insights and practical improvements
that make a measurable difference. You will work in a collaborative environment
where your ideas, initiative, and problem-solving skills are valued. If you
enjoy partnering across teams to drive change, this is a strong opportunity to
grow your career.

As a Business Analysis Associate in the Tax Documentation Operations team, you
will analyze complex data and help deliver automation and process improvements
that strengthen operational outcomes. You will partner with cross-functional
stakeholders to align priorities, support key initiatives, and improve the
client experience. You will contribute to planning and execution, using sound
judgment to manage risks and handle complex situations.

JOB RESPONSIBILITIES

* Analyze complex data sets from multiple sources to identify patterns and
deliver clear, actionable reporting
* Design and support automation opportunities to streamline workflows and
improve operational efficiency
* Coordinate with cross-functional teams to align goals, share knowledge, and
support delivery of initiatives
* Evaluate options and risks to support decision-making that improves
departmental outcomes
* Coach and support team members to promote ownership, accountability, and
timely delivery

REQUIRED QUALIFICATIONS, CAPABILITIES AND SKILLS

* 3 years of experience performing data analysis, including identifying
patterns and producing insights through reporting
* Experience designing, developing, or implementing automation solutions and
process improvements
* Experience collaborating with cross-functional stakeholders to deliver shared
outcomes
* Experience assessing operational risks, evaluating trade-offs, and supporting
decisions with data and context
* Experience coaching, mentoring, or delegating work to support team execution
and development
* Experience providing quality service through clear, timely, and professional
communication
* Knowledge of the software delivery lifecycle and experience working with
industry-standard delivery methodologies

PREFERRED QUALIFICATIONS, CAPABILITIES AND SKILLS

* Experience using artificial intelligence tools to enhance analysis, identify
trends, and support decision-making
* Experience implementing automation solutions to streamline business processes
and improve efficiency
* Experience applying customer service and conflict management skills to
address stakeholder needs and resolve issues
* Experience writing clear, effective prompts or instructions to guide analysis
and improve consistency of outputs
* Experience contributing to a collaborative team environment by sharing
knowledge and supporting team initiatives
* Experience supporting technology or process release management using common
software applications and digital platforms

JPMorganChase, one of the oldest financial institutions, offers innovative
financial solutions to millions of consumers, small businesses and many of the
world’s most prominent corporate, institutional and government clients under the
J.P. Morgan and Chase brands. Our history spans over 200 years and today we are
a leader in investment banking, consumer and small business banking, commercial
banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions. We also offer a range of benefits and
programs to meet employee needs, based on eligibility. These benefits include
comprehensive health care coverage, on-site health and wellness centers, a
retirement savings plan, backup childcare, tuition reimbursement, mental health
support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including
Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking,
markets, securities services and payments. Corporations, governments and
institutions throughout the world entrust us with their business in more than
100 countries. The Commercial & Investment Bank provides strategic advice,
raises capital, manages risk and extends liquidity in markets around the world. 

About JPMorgan Chase & Co.

Financial Services · 10,001+ employees · headquartered in New York, NY